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Southern Company
SO

Overview Fund Activity

1,149 hedge funds and large institutions have $26B invested in Southern Company in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 494 increasing their positions, 379 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+27
Holders Change %
+2.41%
% of All Funds
30.71%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.75%
New
86
Increased
494
Reduced
379
Closed
51
Calls
$484M
Puts
$180M
Net Calls
+$303M
Net Calls Change
+$189M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$173M
2
Morgan Stanley
Morgan Stanley
New York
+$149M
3
Capital International Investors
Capital International Investors
California
+$145M
4
BFA
BlackRock Fund Advisors
California
+$118M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$113M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$599M
2
H
Hexavest
Quebec, Canada
-$171M
3
Renaissance Technologies
Renaissance Technologies
New York
-$133M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$88.2M
5
RCM
Riverhead Capital Management
Delaware
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
776
Tudor Investment Corp
Connecticut
$509K +$509K +9,500 New
QI
777
Quotient Investors
New York
$508K -$640K -11,920 -56%
CPA
778
Court Place Advisors
Maryland
$508K – – –
RIA
779
Regal Investment Advisors
Michigan
$504K +$21.9K +409 +5%
SAM
780
Shamrock Asset Management
Texas
$503K +$86.9K +1,630 +21%
CPSAC
781
Chas P. Smith & Associates (CPS)
Florida
$502K – – –
BT
782
Beacon Trust
New Jersey
$501K -$45.1K -840 -8%
MMG
783
Monetary Management Group
Missouri
$497K – – –
AHB
784
Abner Herrman & Brock
New Jersey
$495K +$15.1K +280 +3%
BWM
785
BerganKDV Wealth Management
Minnesota
$489K – – –
BMC
786
Benin Management Corp
Connecticut
$488K – – –
CAM
787
Congress Asset Management
Massachusetts
$483K -$109K -2,035 -18%
CK
788
Cohen Klingenstein
New York
$483K – – –
PIM
789
Parasol Investment Management
Illinois
$482K -$33.3K -620 -6%
CCA
790
Checchi Capital Advisers
California
$481K -$33K -615 -6%
BIM
791
Bridges Investment Management
Nebraska
$480K -$53.6K -1,000 -10%
AUB
792
Atlantic Union Bankshares
Virginia
$479K +$4.87K +91 +1%
FP
793
FDO Partners
Massachusetts
$477K +$477K +8,902 New
KFC
794
Klingenstein Fields & Co
New York
$476K – – –
CT
795
Cambridge Trust
Massachusetts
$476K +$10.4K +195 +2%
DJSG
796
D.J. St. Germain
Massachusetts
$473K -$15K -280 -3%
AAM
797
Autus Asset Management
Arizona
$472K -$8.05K -150 -2%
TTWM
798
TCV Trust & Wealth Management
Virginia
$471K -$5.26K -98 -1%
SCM
799
Salem Capital Management
Massachusetts
$469K – – –
IB
800
Intrust Bank
Kansas
$467K -$3.32K -62 -0.7%
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